Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,692 | $48,011+172.2% | $63,803+104.8% | $82,637+58.2% |
| Participation rate | 44.1% | 66.6%-22.5pp | 72.7%-28.6pp | 68.1%-24.0pp |
| Annual return | 15.76% | 19.84%-4.1pp | 543.72%-528.0pp | 53.51%-37.7pp |
| Employer contribution / active EE | $1,161 | $1,904-39.0% | $2,532-54.2% | $2,552-54.5% |
| Participant deferral / active EE | $2,856 | $2,846+0.3% | $3,843-25.7% | $4,126-30.8% |
| Admin fee / account holder | $1,030 | $3,873-73.4% | $5,196-80.2% | $7,339-86.0% |